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SWTSX. Schwab Total Stock Market Index (SWTSX) Expense Ratio: 0.09% Expected Lifetime Fees: $2,947.79 The Schwab Total Stock Market Index fund (SWTSX) is a Large Blend fund started on 6/1/1999 and has $1.90 billion in assets under management. 0.04.   Best Aggressive Stock Index Funds . Lowest Expense Ratio of Index Funds: 0.04%: 0.03% : Diversification of Flagship Index Funds: 3,573 companies held by VTSAX Fund: 3,077 companies held by SWTSX : Tax Efficiency: Historical capital gains distributions adds 0% to the expense ratio of VTSAX : Historical capital gains distributions adds 0.07%* to the expense ratio of SWTSX : Customer Service •Monday-Friday phone … This is in fact really really but as you can see from this list, there are more cost-effective alternatives. Morningstar Risk Rating™ vs. Category. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. SWTSX - Expenses Operational Fees. Schwab Small Cap Index Fund (SWSSX) Investors with an interest in small-cap stocks have had great success with the Schwab Small Cap Index Fund (SWSSX). The minimum initial purchase price for SWTSX is very affordable at $1,000. The current manager has been running Schwab Total Stock Market Index since 6/22/1999. View mutual fund news, mutual fund market and mutual fund interest rates. It has an expense ratio of 0.03% compared to the category average of 0.84%. Schwab Total Stock Market Index : For a mutual fund, SWTSX has an extremely low expense ratio of 0.03%. They also have very low portfolio turnover. Net Expense Ratio: Prospectus. The fund’s goal is to track the performance of a benchmark index that measures the total return of large, publicly traded non-U.S. companies from countries with developed equity markets outside of the United States. Its expense ratio is low compared to funds in the Large-Cap Stock Category Average. 0.03. iShares Russell 3000 Index Fund : With IWV, investors gain access to the Russell 3000, which covers about 3000 US stocks. Summary Objective. Expense Ratio (Gross) Expense ratio is a measure of what it costs to operate an investment, expressed as a percentage of its assets, as a dollar amount, or in basis points. Get the lastest Fund Profile for Schwab Total Stock Market Index Fd … For a mutual fund, the net expense ratio is the total annual fund or class operating expenses directly paid by the fund from the fund's most recent prospectus, after any fee waiver and/or expense reimbursements that will reduce any fund operating expenses. However, I think VTI is a bit higher .1%? Expense Ratio. From a cost perspective, SWTSX is actually cheaper than its peers. Updated on 02/28/20. SWTSX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%) Front Load … SWTSX has an expense ratio of 0.03 percent, which is 97 percent lower than its category. Type: Mutual Funds Symbol: SWISX Net Expense Ratio: 0.060%. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. Net Expense Ratio. Average. Expense Ratio. SWTSX - Expenses Operational Fees. Both SWTSX and VTI are great options. But dividing by Fidelity’s zero expense ratio doesn’t work. Net Expense Ratio 0.40%; Turnover % 6%; 52 Week Avg Return 9.84%; Lipper Leader. Find the latest Schwab International Index Fund (SWISX) stock quote, history, news and other vital information to help you with your stock trading and investing. SWTSX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%) Expense Ratio 0.03% 0.01% 20.53% 98.12% Management Fee 0.03% 0.00% 2.00% 2.94% 12b-1 Fee N/A 0.00% 1.00% N/A Administrative Fee N/A 0.00% 0.95% N/A Sales Fees. These are costs the investor pays through a reduction in the investment's rate of return. Although in the big scheme of things a few dollars or a few basis points will not make a significant difference in your rate of return. 0.04. 0.03. Schwab S&P 500 Index. The fund tracks the Dow Jones U.S. Total Stock Market Index, which includes approximately 3,000 U.S. stocks. It’s like being paid for safety. Schwab DIY Portfolios. While it is no-load and has an expense ratio of just 0.05 percent, SWTSX and SWPPX both offer expense ratios of 0.03%. +5.26 Expense ratio: 0.20% Morningstar rating: 4 stars Small stocks listed in a total market index fund are often thinly traded, which may result in high trading spreads and significant transaction costs. … SWTSX: 3,075: $10.0 B: 0.03%: Fidelity: FSKAX: 3,454: $46.5 B: 0.015%: Fidelity: FZROX: 2,530 : $3.8 B: 0%: On the surface, the new Fidelity® ZERO Total Market Index Fund looks like it just won the war as best US total market index fund. The Schwab Total Stock Market Index, or SWTSX, has a very low expense ratio of 0.03 percent. You’ll pay just 0.03% as an expense ratio. The expense ratio shown is gross of any fee waivers or expense reimbursements (the unsubsidized expense ratio), … It is a wonderful index fund based on the total market, and is difficult to be beaten, at least at the $0 minimum investment level. Schwab 1000 Index Fund SNXFX. For long-term investors, lower management expenses can lead to larger future gains. Very low expense ratios. Expense Ratio: 0.04% | Minimum investment: $3,000 . Schwab Total Stock Market Index : With an expense ratio of 0.03%, it's tough to beat SWTSX unless you qualify to get lower expense ratios with one of Vanguard's Admiral Shares funds. An expense ratio of 0.03 percent, which is equivalent to $ 4 per for... Possible sales charges, and assumes reinvestment of dividends and capital gains or SWTSX, a. The category Average: 0.71 % * see more SWSSX FEES for a mutual fund rates. Swssx FEES fund interest rates actually cheaper than its peers SWTSX, has a very expense..., analysis, fundamentals, trading and investment tools while it is no-load and an... Its category to date on the latest Stock price, chart,,. Date swtsx expense ratio the latest Stock price, chart, news, mutual fund news analysis... 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